Job Description
Commercial Insurance Placement Specialist
The Placement Specialist role is focused on quotes / submissions for our member agents. Member agents submit applications to our team, to approach carriers they do not have direct access to.
The Placement Specialist will rate online and / or submit to carriers with goal of returning bindable quotes to our members.
There is no direct sales and no servicing of in force business.
Daily Responsibilities :
- Review all new business applications
- Identify & contact responsible members to obtain any missing info and / or receive clarification needed to quote the account
- Update CRM with appropriate info throughout the life cycle of the quote
- Market account & generate new business quotes
- Review binding applications for appropriate info & forms
- Issue policies through insurance carrier websites upon receipt of all required documents from the member
Qualifications :
- At least 1 year of experience working with multiple Commercial Lines coverages & industries.
- Ability to work in a fast-paced environment & multitask.
- Property & Casualty License required.
LI-BJ1
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